ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 592 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.60 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,539,806 | -4.1% | 27,496 | -0.4% | 0.13% | +0.8% |
| Q2 2023 | $2,647,944 | +2.8% | 27,600 | -2.3% | 0.13% | -1.6% |
| Q1 2023 | $2,575,361 | +3.3% | 28,251 | -3.8% | 0.13% | -16.3% |
| Q4 2022 | $2,493,010 | -54.9% | 29,371 | -58.7% | 0.15% | -61.4% |
| Q3 2022 | $5,533,000 | -9.4% | 71,089 | -2.4% | 0.40% | +9.4% |
| Q2 2022 | $6,109,000 | -16.9% | 72,817 | -1.2% | 0.36% | +1.7% |
| Q1 2022 | $7,352,000 | +244.2% | 73,679 | +264.8% | 0.36% | +229.6% |
| Q4 2021 | $2,136,000 | +907.5% | 20,197 | +850.0% | 0.11% | +800.0% |
| Q3 2021 | $212,000 | +909.5% | 2,126 | +932.0% | 0.01% | +1100.0% |
| Q2 2021 | $21,000 | +5.0% | 206 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $20,000 | +5.3% | 206 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $19,000 | +18.8% | 206 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | – | 206 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mayo Clinic | 1,992,725 | $169,142,498 | 89.58% |
| Granger Management LLC | 856,893 | $72,733,111 | 31.73% |
| Three Bridge Wealth Advisors, LLC | 387,565 | $32,896,509 | 17.63% |
| MINOT CAPITAL, LP | 1,026,452 | $87,125,246 | 17.49% |
| DIMENSION CAPITAL MANAGEMENT LLC | 855,052 | $72,576,771 | 16.92% |
| Nationwide Asset Management LLC | 200,250 | $17,099 | 16.61% |
| Privium Fund Management (UK) Ltd | 252,460 | $21,557,559 | 16.36% |
| MKP Capital Management, L.L.C. | 1,500,000 | $127,320,000 | 15.62% |
| EPIQ Capital Group, LLC | 328,754 | $27,904,675 | 15.21% |
| Madrona Financial Services, LLC | 303,896 | $25,794,678 | 14.76% |